AEOS Holdings Corp. — Applied Employee Ownership Strategies

AEOS Holdings invests in outstanding founder, family, and management-owned companies with highly capable management teams and strong growth prospects. We provide significant up-front liquidity and prefer working with company owners who want to partner with us as we continue growing the value of the business.

We are focused on developing a diversified portfolio across industries and asset classes, including equity, debt, and structured finance.

AEOS' success, in large part, can be attributed to our disciplined approach to valuation and rigorous due diligence used to structure transactions. We are thoughtful in our investment strategy, exercising the prudent deployment of leverage and current pay instruments. Our decision-making is based on cash flow and collateral profiles to mitigate risk, ensure certainty of closing and produce current streams of cash flow.

Along with deep operational and industry expertise, we build our collaboration on a foundation of common sense and integrity. Like the entrepreneurs we work with, we understand how important our reputation is, and we always seek to do the right thing.

We consider ourselves business partners focused on helping our portfolio companies achieve higher levels of financial performance. We forge long-term relationships with our entrepreneurial management teams and utilize best practices from diverse industries to guide their businesses through growth. By aligning our economic interests – through stock ownership and equitable incentive plans – we are all motivated to make operational and strategic improvements that result in value creation.

We believe that the strategic deployment of properly structured, patient growth capital, and the addition of experienced, proactive board oversight, will result in our portfolio companies realizing their full value potential.

AEOS partners with its management teams. We welcome management participation in the equity of the companies they run, so they will share in the value they are critical to creating. We understand that management has exceptional knowledge of their industries and a unique understanding of their people and companies.

We believe strongly that management's economic interests should be aligned with our investment interests. Accordingly, we structure our transactions to create incentive ownership opportunities for management, and we encourage managers to co-invest their own money into their companies alongside AEOS.